Sales Rep Group Link
This option is setup to link a sales rep to a particular item in a group when creating a sales document.
Go to the customer to link groups to sales reps
Adding and editing or deleting the links
To Activate the linked items, set to activate.
If active is off the system will assign the default sales rep to documents.
Sales document will check customer, stock item on the group and then override the sales rep on the Item line
This means that per line item can have a different rep code
Sales report updated to view sales rep by line or by document
Template setup
This allows one to setup a template for Item groups to Sales Rep, this template is used to populate against the customer
Adding in the template
Function update
Function to update all document lines with sales reps based on group sales reps
Documents to have this rule:
- Quote
- Sales Order
- Invoice
- Credit note
Webatar quote update sales reps per line
Sales rep per line
When the quote is created, the sales rep is taken from the general details default sales rep
